Showing posts with label Executives. Show all posts
Showing posts with label Executives. Show all posts

(ON DEMAND) Debt Collection Series: Maximizing Recoveries on Charged-Off Loans

Email to Order the Recording + Free Digital Download

Are you getting the most from the backend of your loan portfolio? “Out of sight, out of mind” shouldn’t describe your charged-off loans. Just because you declare a loan loss internally doesn’t mean there should be zero recovery. Utilizing in-house efforts, collection agencies, and law firms, there are many ways to find money in those “worthless” loans. All you need is a plan and the ability to manage it. This webinar will give you both! From the timing of charge off, to effective third-party placement details, to the science of tracking and comparing recovery results, this webinar will explore the practical side of the forgotten art of charge-off recovery.

HIGHLIGHTS
Charge-off timing
Evaluating in-house versus third-party collections
Agency or law firm: choosing the best placement option
Tracking recoveries on charged-off loans
Statute of limitations issues
Account recall and replacement options

TAKE-AWAY TOOLKIT
Account placement worksheet
Lifecycle of a charged-off loan
Regulatory guidance
Employee training log
Quiz you can administer to measure staff learning and a separate answer key

Attendance verification for CE credits provided upon request.

WHO SHOULD ATTEND? Executives, CFOs, Chief Credit Officers, collections managers, collections staff, and anyone interested in maximizing collections return from charged-off loans.

ABOUT THE PRESENTER – David A. Reed, JD, Reed & Jolly, PLLC, attorney, author, consultant, and nationally-recognized speaker, David Reed is a partner in the law firm. He provides guidance to financial institutions on establishment and revision of policies and procedures, organizational compliance, collections, security, contractual agreements, regulatory matters, and corporate governance. His engaging speaking style has made him a nationwide lecturer on regulatory compliance, consumer lending, bankruptcy, and collections. A former trial attorney and vice president and general counsel of a large credit union, David is particularly known as an expert in the areas of operations, bankruptcy, and collections. He has trained state and federal examination staff on numerous issues, including BSA, ID theft red flags, SAFE Act, third-party contract management, and bankruptcy. He also serves as editor of several industry manuals.

(ON DEMAND) Treasury Services: New Delivery & Service Models for Cash Management

Email to Order the Archived Webinar!

New advancements in technology, device usage, and overall consumer behavior have transformed online banking into a suite of new services dominated by smartphones and tablets. But where does that leave business customers? Wouldn’t employees accessing cash management applications via mobile technology benefit just as much – if not more? 

This session will explore the growing trends in mobile access and how these advancements can be focused on creating a new level of usability and unified user experience for business customers. It will also examine the issues of security and risk mitigation in using mobility for critical business activities. Mobile services can directly assist businesses in addressing today’s activity and access challenges. To drive success, smart financial institutions will offer these services to empower their best and most profitable relationships with the desired tablet and smartphone applications needed to better compete in an increasingly mobile marketplace.

HIGHLIGHTS
What is driving mobile usage in cash management/treasury
Specific strategies for business/corporate tablet usage
Unique security issues for mobile treasury services
How pricing strategies can be molded for use of mobile business applications by various-sized organizations
How problem solving for business customers engenders higher loyalty

TAKE-AWAY TOOLKIT
Employee training log
Quiz you can administer to measure staff learning and a separate answer key

Attendance verification for CE credits provided upon request.

WHO SHOULD ATTEND? Executives, board members, and treasury/cash managers and staff.

ABOUT THE PRESENTER – David Peterson, i7strategies, is an eBanking pioneer, with a national reputation as an expert in financial technologies and electronic payments. David serves as Chief Strategic Officer of i7strategies, an independent strategic planning and consulting firm for financial services and electronic payment initiatives. He was the founder of Goldleaf Technologies, a leading provider of electronic payments software and online banking services to independent financial institutions. David previously served as EVP for Q2, a virtual branch software provider where he focused on enterprise-wide strategic initiatives, product direction, and executive consulting. He remains active in payment virtual banking initiatives, serving as Chairman of GACHA. A dynamic, engaging presenter, he has performed thousands of presentations and led dozens of strategic planning sessions and workshops for financial institutions and FI service providers.